Conversation starters: five energy charts to get you talking

• 03 十二月 2024

In our final Horizons of 2024, we have compiled five charts to make you think. We start and end with charts on the power markets of the world’s two largest economies, the US and China.

Horizons Live: No country for old fields

• 09 十二月 2024

Following the aligned Horizons report, this session replay examines the potential for high-impact exploration to lower the cost of oil and gas to consumers, cut carbon intensity, and add value for both resource holders and explorers.

Powering the future: ensuring resource adequacy and flexibility in a renewable energy era

• 29 一月 2025

Watch our webinar replay to explore the critical topic of resource adequacy and the role of generator flexibility in today’s evolving energy landscape. We dive into capacity accreditation, renewable integration, and the future of grid stability, featuring expert insights from Dr. Karl Meeusen, PhD, and Wärtsilä’s innovative RICE technology.

Webinar | Natural Gas Winter Outlook Webinar

• 22 十月 2020

Know what to expect this winter with key insights into production, storage & exports.

Webinar | 2020 Analyst Roundtable: The State of Decarbonization

• 19 十一月 2020

In this webinar, hosted by Greentech Media, Wood Mackenzie analysts will share high-level power and renewables forecasts for the Americas and reflect on feasible timelines for decarbonization given the current pace of change. Analysts will present on wind, solar, building electrification, EV charging, and other key decarbonization drivers in the Americas. Exelon, our sponsor, will also present on their approach to reducing greenhouse gas emissions and advancing clean-energy solutions.

Webinar | What is the future for US coal markets under Trump vs Biden?

• 14 十月 2020

Americans go to the polls on 3 November to make their choice for the next president as well as other political offices within the country. In 2016, then-Republican candidate Trump promised to stop the “war on coal” which was a message well received by US coal producers. However, after President Trump’s first term, what policy changes has he made and how have coal markets fared under his watch?

How Chinese PTA and MEG futures impact the polyester industry?

• 30 一月 2019

The two polyester feedstocks – purified terephthalic acid (PTA) and monoethylene glycol (MEG) – in the world's most important polyester market China, have recently moved towards a total paper business.

Automotive sales trends suggest higher oil demand in medium term

• 04 四月 2019

The vehicle industry’s shift towards cleaner technology is poised to throw a wrench in the oil market – but likely not for another decade. Demand growth from light vehicles and two-wheelers, a key sector which accounts for roughly 30% of the near 100 million b/d in global crude consumption, are expected to slow down over the next 10 years, and eventually begin to decline after 2030, with the rapid adoption of electric vehicles (EVs).

Chevron picks up immediate LNG growth opportunity

• 23 四月 2019

Chevron's planned $50 billion acquisition of Anadarko is much more than a Permian acreage play.

Sunrun retains its title as the largest residential solar installer in the US

• 31 三月 2021

Residential solar installers endured a tumultuous 2020, heavily influenced by the pandemic. The competitive landscape shifted, and top installers did not recover evenly. How has the leaderboard changed? And will Tesla threaten Sunrun's top spot in 2021?

Four ways US solar broke records in 2020

• 16 三月 2021

The US solar industry soldiered through pandemic setbacks to set new records across utility and residential markets in 2020. With tax incentives for renewable energy projects helping to maintain that momentum in 2021 and beyond, the main question is now: what could hold the industry back?

MISO's generation overhaul and transition towards renewables

• 10 三月 2021

Renewables are expected to double their market share in the Midwest. MISO is quickly shifting away from its thermal generation-based fleet towards a more diverse, renewables-based fleet. The recent generation additions and retirements across MISO Classic emphasize the need for grid reliability and an increase in interregional transmission capacity.

From federal spending to Texas blackouts: key themes shaping the US grid edge

• 03 三月 2021

The growth of distributed energy resources on the grid edge continues to influence many sectors of the energy industry. In recent weeks we’ve seen this play out in everything from the way the federal government is investing in the electricity grid of the future, to the response to blackouts in Texas.

Federal leases and permits: how much could US tight oil shrink?

• 03 三月 2021

The Biden administration has moved swiftly to impose temporary restrictions on new federal lease sales and drilling permits ahead of a potential overhaul of regulations for oil and gas producers on federal lands. Are tighter rules ahead?

What President Biden’s first day means for energy

• 22 一月 2021

Blocking the Keystone XL pipeline, rejoining the Paris climate agreement, and a 60-day restriction on drilling permits on federal lands and waters are a statement of intent from the new administration

Energy reliability, resilience, extreme weather and other updates from the grid edge in Q3

• 03 八月 2021

Each quarter, Wood Mackenzie’s grid edge analysts release an update on what’s going on in the markets they cover.

The battle over wind, solar and storage

• 03 八月 2021

In this podcast episode from CohnReznick Capital: what does the surging M & A activity tell us about the health of renewables?

Supply chain constraints loom for US solar

• 15 六月 2021

While record growth continues for US solar, attention is now turning to supply chain constraints. How are different segments being affected by elevated commodity prices and equipment delays?

Winter reliability and the road to net zero

• 28 四月 2021

Winter Storm Uri wreaked havoc on electric and gas systems unprepared for the challenge. What are the implications for ensuring reliable electric supply as the energy transition progresses?

Europe Coal Burn Report

Get the most up-to-date coal demand estimates for the European power sector on a country-by-country basis.

US Coal Burn Report

Leverage accurate estimates based on direct, real-time coal plant monitoring of over 165 MW in capacity

Major growth ahead for US commercial solar

• 17 五月 2021

2021 will be an interesting year for US commercial solar. In our latest outlook, annual capacity additions are expected to grow 25% – an impressive return to growth for a market that has declined for three years in a row. But it’s not all plain sailing.

US Infrastructure bill bets on breakthrough technologies

• 12 十一月 2021

The US Congress has been debating two bills with big implications for energy. The first, the Infrastructure Investment and Jobs Act, has finally been passed by both House and Senate, and will be signed into law by President Biden.

Trade becomes a new tactic for curbing emissions

• 05 十一月 2021

On the eve of the COP26 climate talks, the US and EU announced a plan to draw up the first ever trade agreement based on carbon emissions. Under the proposed deal, steel and aluminium from high-emitting producers would be penalised in US and EU markets, while metal produced with low emissions would be favoured, subject to other conditions.

Plugging the methane leaks

• 29 十月 2021

The Biden administration and key members of Congress are in negotiations over legislation that could include a new fee on methane emissions from US oil and gas facilities. If it passes into law, the fee would have a widely varying impact across regions and across companies.

The nuclear moment

• 22 十月 2021

Gas and coal prices have soared while governments commit to ambitious goals for cutting emissions. Nuclear power can be part of the solution.

Responsibly sourced gas (RSG): a primer

• 18 十月 2021

Responsibly sourced gas (RSG) is gaining traction in the US as investor pressure incentivises faster decarbonisation and higher ESG standards.

Winners and losers in the energy transition

• 15 十月 2021

Moving to net zero emissions would transform the allocation of resource wealth around the world. Policymakers are starting to assess the potential economic impact.

The significance of low residential solar-plus-storage adoption in New Jersey

• 04 十月 2021

Residential battery storage in the US is growing quickly as more customers become familiar with solar-plus-storage options for backup power.

Making Long Duration Energy Storage Viable

• 12 九月 2021

In conversation with WoodMac’s Senior Energy Storage Analyst, Vanessa Witte, as part of WoodMac’s recent Power & Renewables Virtual Conference, ESS’s CEO Eric Dresselhuys acknowledged that energy storage has been a big question since the early days of the renewables industry in the United States